Thomas Alpin (CRD# 6659787) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Shelby Township, MI and has over 7 years of experience in the finance industry.
CRD# 4661126
Lpl Financial LLC
CRD# 4511557
Savant Wealth Management
CRD# 4713729
Bernard Wealth Management Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cetera Investment Advisers | Schaumburg, IL | Jan 2024 - Current | < 1 |
| Genisys Credit Union | Pontiac, MI | Mar 2020 - Current | 4 |
| Cetera Advisor Networks | El Segundo, CA | Mar 2020 - Current | 4 |
| Environmental Pest Control | Oxford, MI | Jun 2019 - Jul 2021 | 2 |
| Verizon Wireless | Lake Orion, MI | Sep 2019 - Jan 2020 | < 1 |
| Unemployed | Lake Orion, MI | Mar 2019 - May 2019 | < 1 |
| Jpmorgan Securities LLC | Waterford, MI | May 2016 - Feb 2019 | 2 |
| Jpmorgan Chase Bank | Waterford, MI | May 2016 - Feb 2019 | 2 |
| Ghazi Investments, Dba Tcc-troy | Troy, MI | Mar 2016 - Jun 2016 | < 1 |
| Family Wireless #1, Dba Wireless Zone Hartland | Hartland, MI | Sep 2015 - Mar 2016 | < 1 |
| Zach Hart Agency, Ail | Troy, MI | Jul 2015 - Sep 2015 | < 1 |
| Comcast Cable Company | Sterling Heights, MI | Oct 2014 - Jun 2015 | < 1 |
| Comcast Cable Co | Plymouth, MI | Sep 2012 - Sep 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2016 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2024 |
- MI
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Total Assets Under Management104,469MILLIONS
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Total Number of Accounts423,554ACCOUNTS
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Average Account Value$246,648
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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